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VITA Gabriel M. Gelb Senior Advisor / Expert Witness Gelb, an Endeavor Management Company 2700 Post Oak Blvd., Suite 1400 Houston, TX 77056 713.444.0790 http://www.endeavormgmt.com/expert-witness/ Residence 119 Sage Road Houston, Texas 77056 713.623.2203 Education M.A., University of Missouri School of Journalism B.S., City University of New York Offices Held President, Research Roundtable of Houston Editorial Review Board, Journal of Marketing Chair, Market Research and Analysis, United Way of Texas Gulf Coast Vice President, Advertising Effectiveness Council, Business Marketing Association Vice President, Friends of the Houston Public Library Director, M.I.T. Enterprise Forum of Texas National Board Member, American Marketing Association President, Houston Chapter, A.M.A. President, Houston Chapter, Institute of Management Consultants Executive Committee and Chair, Marketing Committee, Houston Symphony Orchestra Legal Presentations 10th Annual Advanced Patent Litigation Texas Bar CLE Course, July 17, 2014 in San Antonio. Panel on “Using Experts to Address Objective Indicia of Nonobviousness and the Nexus Requirement.” Annual Meeting of International Trademark Association in San Francisco, May 2011. Moderated panel on “Valuation Issues: Trademarks, Brands and EMVR.” Books and Monographs Gelb, Gabriel M., Nuts and Bolts of Business-to-Business Marketing Research. (Chicago, Business Marketing Association, 1996). Gelb, Gabriel M., Results of Advertising. (Alexandria, VA: Business Marketing Association, 1993). Gelb, Betsy D., and Gabriel M. Gelb, Marketing is Everybody's Business, Third edition. (Santa Monica, CA: Goodyear Publishing Company, 1980). Gelb, Gabriel M. and Betsy D. Gelb, eds., Insights for Marketing Management, Revised edition. (Santa Monica, CA: Goodyear Publishing Company, 1977). Gelb, Gabriel M. and Betsy D. Gelb, Research at the Top: Better Data for Organizational Policy-Making. (Chicago: American Marketing Association, 1975). Business and Professional Articles Gelb, Betsy D., and Gabriel M. Gelb, “An Unlikely Marketing Lesson from Patent Lawyers,” post within HBR (Harvard Business Review) Blog (posted November 25, 2014). Gelb, Gabriel M., and Betsy D. Gelb, “The Unsettled Story: No one method has come out ahead in this new arena of needing consumer surveys to moderate the entire market value rule,” IPPro theInternet.com, Issue 14 (April 16, 2013). Gelb, Gabriel M., “The New Role of Surveys in Patent Infringement Cases.” BullsEye Legal Blog, IMS Expert Services, (November 11, 2011). Gelb, Gabriel M. and Betsy D. Gelb, “When Appearances are Deceiving” [Trade Dress], Wall Street Journal, (December 1-2, 2007). Gelb, Gabriel M., “Net Research – Revolution or Evolution?” The Marketing News, (November 1, 2006). Gabriel M. Gelb and John M. McKeever, "Walking a Mile in their Moccasins: Customer Experience Mapping," Marketing Management, (July – August 2006). Gelb, Gabriel M. and Gelb, Betsy D., “Working together – Both marketers and attorneys can help protect a company’s intellectual property,” Marketing Management, (JanuaryFebruary, 2005). McKeever, John M. and Gelb, Gabriel M., “Going Online: The New Frontier in B2B Market Research,” The Business to Business Marketer, (January 2003). Gelb, Gabriel M., “Houston’s Secret Weapon: Women in Technology,” Houston Business Journal, June 14-20, 2002. Gelb, Gabriel M., “Litigation Surveys Have Special Rules,” The Marketing News, (September 24, 2001). Gelb, Gabriel M., “Ask Away – The Right Way: Guidelines for Conducting IP Surveys for Litigation,” Texas Lawyer, (September 27, 1999). Gelb, Gabriel M., “Research Leads to Better Measure of Customer Value,” The Marketing News, (June 8, 1998). Gelb, Gabriel M., “Gambling with Value Can be Costly for Cities, Companies,” Houston Business Journal, (January 23, 1998). Gelb, Gabriel M., “Customer-Value Analysis,” Business-to-Business Marketer, (May 1997). Gelb, Gabriel M., “Conjoint Analysis Helps Explain the Bid Process,” The Marketing News, March 14, 1988, p-1; reprinted in Churchill, Gilbert A., Marketing Research: Methodological Foundations, Fifth edition (Chicago: The Dryden Press, 1993). Gelb, Gabriel M., “Maintaining a Spirit of Innovation in Houston”, Houston Business Journal, (April 30, 1990). Gelb, Gabriel M., “Strategic Market Planning for Accountants,” New Accountant, (March 1989). Gelb, Gabriel M., and Friedheim, Stephen B., “Using Market Research to Analyze Members’ Needs,” Association Management, (April 1986). Gelb, Gabriel M., “Key Pointers for Employee Surveys,” Houston Business Journal, (November 11, 1985). Gelb, Gabriel M., “Conduct Multilevel & Open-Ended Interviews to Research “Ambiguous’ Products, Services,” The Marketing News, (Jan. 21, 1983). Gelb, Gabriel M., “Research is Key to Curbing Public Anti-business Mood,” Advertising Age, (July 12, 1976). Peer-Reviewed Journal Articles Gelb, Gabriel M., Gelb, Betsy D. and Krieger, Paul E., “Working With Your Expert on Trademark Surveys,” Journal of Intellectual Property Law and Practice (February 2013). Gelb, Betsy D., Stephanie A. Geiger-Oneto and Gabriel M. Gelb, "From Knowing to Doing: Experience and Flexibility Make the Difference," Journal of Business Strategy (September-October, 2008). Gelb, Gabriel M. and Betsy D. Gelb, “Internet Surveys for Trademark Litigation,” The Trademark Reporter, (September-October 2007). Gelb, Betsy D., and Gabriel M. Gelb, “What Research Inside the Organization Can Accomplish,” Marketing Research: Management and Applications, (December 1991). Gelb, Gabriel M. and Laurie M. Gelb, “Matching Motive to Method: The Best Research Tool for the Job,” Journal of Health Care Marketing, (March 1989). Gelb, Betsy D., Samuel V. Smith and Gabriel M. Gelb, “What Marketers of Services Can Learn from the Professionals,” Business Horizons, (September-October 1988). Gelb, Gabriel M., and Betsy D. Gelb, “Physicians and Hospital Decisions Making: A Two-Stage Technique for Improvement,” Hospital and Health Services Administration, (May 1987). Gelb, Betsy D., and Gabriel M. Gelb, “New Coke’s Fizzle: Lessons to the Rest of Us,” Sloan Management Review, (Fall 1986). Gelb, Gabriel M., “Arm Your Consulting Practice with Market Research,” Journal of Management Consulting, 1986, vol.3 no.1. Gelb, Gabriel M., “The Uses and Misuses of Feedback,” Journal of Organizational Communication, 3rd Quarter 1976. Gelb, Betsy D., and Gabriel M. Gelb, “Strategies to Overcome ‘Phony Feedback’” MSU Business Topics, Autumn 1974. Gelb, Gabriel M., “The Coming Market for Vacation Homes,” California Management Review, Spring 1970. Gelb, Gabriel M., “Market Analysis in Planning More Productive Advertising.” University of Houston Business Review, Spring 1967. Research Activities: Publications in Proceedings Gelb, Gabriel M., “Market Research is Thriving in Cyberspace,” August 2001, Business Marketing Association, Houston. Gelb, Gabriel M., and James Gambrell, “Trademark and Trade Dress Surveys and the Expert Witness,” in 1990 Proceedings, 6th Annual HIPLA Intellectual Property Law Institute. Gelb, Gabriel M., and Betsy D., “Applications of Research Findings in Industrial Advertising,” in Peter LaPlace, ed., 1979 Proceedings, American Marketing Association. Gelb, Gabriel M., and Betsy D., “When Advertising Research Goes Beyond Advertising,” in Betsy D. Gelb, 1978 Proceedings, American Marketing Association. Gelb, Gabriel M., and Betsy D., “Big Payoffs from Low-Budget Research,” in William Locander, ed., 1976 Proceedings, American Marketing Association. IP Expert Witness in Past Four Years (underlined parties are clients) Allure Energy, Inc. v. Nest Labs Inc., Green Mountain Energy Company and Reliant Energy Retail Holdings, LLC. In the U. S. District Court for the Eastern District of Texas, Lufkin Division. Case No. 9:13-cv-00102 Camowraps LLC v. Quantum Digital Ventures, LLC and Haas Outdoors, Inc In the U. S. District Court, Eastern District of Louisiana. Case No. 2:13-CV-06808. Nonend Inventions N.V. v. Spotify USA Inc. et al. In the U.S. District Court for the District of Delaware. Case No. 12-1041-GMS Droplets, Inc. v. Overstock.com, Inc., Sears Roebuck & Co., Sears Brands LLC, and Sears Holdings Corp., in the U.S. District Court for the Eastern District of Texas, Marshall Division, Civil Action 2:11-cv-401. Karen Dillard’s College Prep, L.P. v. KD Studio Inc. in the U.S. District Court for the Eastern District of Texas, Tyler Division. Civil Action 6:13-CV-00710 The Explorers Club Inc. v. Diageo PLC, Diageo Brands B.V.et al. In the Supreme Court of the State of New York, County of New York. Index No.152524/2014 Premiere Hot Tubs Inc. v. A-Tex Family Fun Center Inc. In the U. S. District Court, Western District of Texas. Case No. 1:12-cv-00824-SS TriStar Investors, Inc., v. American Tower Corporation et. al., counter-plaintiffs American Tower LLC et. al., v. TriStar Investors, Inc. et. al. In the U.S. District Court, Northern District of Texas, Dallas Division. Civil Action No. 3:12-CV-499 Rembrandt Social Media, LP, v. Facebook, Inc. and AddThis, Inc. In the U.S. District Court, Eastern District of Virginia, Alexandria Division. Case No. 1:13cv15 8(TSE/TRJ) Schlumberger Technology v. Halliburton Energy Services, Inc., In the US Patent and Trademark Office Before the Trademark Trial and Appeal Board, In the matter of Application Serial Nos. 85/254,720, 85/399,932 et al. In the Matter of Certain Reduced Folate Nutraceutical Ingredients Used Therein. Before the United States International Trade Commission. Washington, D. C. Investigation No. 337-TA-857 Frito-Lay North America, Inc., v. Medallion Foods, Inc., and Ralcorp Holdings, Inc. In the US District Court, Eastern District of Texas, Sherman Division, Case No. 4:12-CV00074-ALM Gabbanelli Accordians & Imports, LLC, v. Hohner, Inc., Sheila Lee d/b/a Houston Accordian Performers, et. al. In the US District Court for the Southern Division of Texas, Houston Division, Civil Action No. 4:12-cv-0381. SmartPhone Technologies LLC, v. HTC Corporation, et al. In the U.S. District Court, Eastern Division of Texas, Tyler Division. Civil Action No. 6:10cv580-LED SmartPhone Technologies LLC, v. LG Electronics Inc., Apple, Inc. et. al. In the U.S. District Court, Eastern Division of Texas, Tyler Division. Civil Action No. 6:10cv74LED American National Insurance Company, v. American National Investment Advisors, LLC. In the US District Court, Northern District of Illinois. Case No. 11-CV-4016 Moldex-Metric, Inc., v. McKeon Products, Inc., and Swedsafe AB. In the US District Court, Central District of California, Western Division. Case No. CV11-01742 GHK (AGR)